Lewis Financial Management LLC
Why pick this one
Lewis Financial Management provides Comprehensive Financial Planning and has been in business for 40 years.
Best for
- individuals seeking comprehensive financial planning and investment management
- clients looking for tax, retirement, and estate planning advice
Look elsewhere if
- those needing a single service like investment management without broader financial planning
Specialties
- Comprehensive Financial Planning
- Investment management
- Income management
- Tax planning
- Retirement planning
- Estate planning
Certifications
- Certified Financial Planner™
What makes them different
- Practicing comprehensive financial planning since 1982
- Offers both investment and income management
- Conducts live call-in radio program 'Money Matters with the Lewis Family' every weekend
- Advisors are members of the Financial Planning Association
- Years in business
- 40
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 1611 E Millbrook Rd, Raleigh, NC 27609
- Phone
- 9198727000
- Website
- http://www.lfmadvisor.com/
- dlewis@lfmadvisor.com
Services
- Financial Planning
- Investment Advisory